Welcome To UK Pensions

UK Pensions Melbourne was established to provide help and education to people who have left the UK on a permanent basis and are considering transferring their UK pension benefits to an Australian superannuation fund.

In 2006 the UK made many changes to pension legislation. One of the changes was the confirmation that UK pensions could be transferred abroad provided that the individual had left the UK on a permanent basis and the receiving pension scheme had been registered in the UK as a Qualifying Recognised Overseas Pension Scheme (QROPS).

Due to the age restrictions relating to the transfer of UK pensions to Australia, imposed by the HMRC in 2015, UK Pensions Melbourne was asked by clients aged under 55 to provide a solution which would allow more control of their pensions. This solution would relate to investments and currency exchange, together with in many cases, the protection of high transfer values. The solution we have now provided to clients, addresses the above problems and will also begin the preparation for a transfer to an Australian superannuation fund at age 55 or before if there is a rule change.

Who is UK Pensions

Company Mission

To ensure that prior to proceeding with a transfer, our clients have a full understanding of their UK pension, the UK pension rules associated with a transfer and the benefits of transferring this money to an Australian super fund.

UK Pensions is here to help

We specialise in UK Pension transfers
Transferring UK pension benefits to Australian super
Full benefit of your super on to your beneficiaries
Help and knowledge to people to who have left the UK

Meet the Founder

Peter AlmondFounder| UK Pension

UK Pensions Melbourne Pty Ltd, Authorised Representative of HNW Planning Ltd, AFSL 225216

Peter has been involved in UK pension transfer advice in Australia since 2008. This advice has been in association with a number of financial advisers in Melbourne.

The success and respect he has received has encouraged him to establish a dedicated company, UK Pensions Melbourne (UKPM). The aim is to provide help and knowledge to clients in order to determine if the transferring of their UK pension to an Australian superannuation fund would be beneficial.

Peter was a qualified UK financial adviser from 1990 to 2008. In 1992 he established an independent financial services business in the North West of England, providing advice in all areas of financial planning. Due to the expansion of the business in the late 1990’s Peter concentrated on investments and pensions, specialising in providing advice on wealth creation.

In 2008 when Peter moved permanently to Australia he was amazed at the opportunity that was being provided to people now resident in Australia who had accrued UK pension benefits. The problem was that in the majority of cases although a transfer to an Australian superannuation fund would be beneficial, there was very few people in Australia prepared to provide advice. In 2010 Peter became fully qualified as an Australian financial adviser, since that time he has provided UK pension and Australian superannuation advice on the transferring of UK pensions to clients in all areas of Australia.

Peter’s knowledge of UK pensions together with his Australian qualifications has recently been recognised by the courts in Queensland and he was appointed as an expert witness in a legal claim which related to the merits of transferring UK pensions to Australian superannuation funds.

Our Happy Clients

  • Peter Almond efficiently and carefully guided myself and my wife through the processes for transferring a UK pension into an Australian superfund, taking care of all the bureaucracy. This was unknown territory for us, but it has proved to have been a really worthwhile exercise, and, thanks to Peter, a painless one.

    Malcolm White
  • Peter Almond has been advising me on how to bring my UK superannuation back to Australia.
    The combination of professional and friendly guidance in these matters has been truly exceptional.
    Without his abilities I am not sure how I would have over come the difficulties I seemed to
    experience at very corner. I have no doubt that I will continue to turn to him to advise me in
    all matters concerning my financial life

    Andrew Benjamin
  • Peter Almond efficiently and carefully guided myself and my wife through the processes for transferring a UK pension into an Australian superfund, taking care of all the bureaucracy. This was unknown territory for us, but it has proved to have been a really worthwhile exercise, and, thanks to Peter, a painless one.

    Phil Ore